Tools & Resources
As an automation & optimization consultant, I’ve tested and use these tools to run my business efficiently and help my clients streamline their operations. Each tool serves a specific purpose in my workflow, from managing client relationships to automating repetitive tasks.
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Here’s my current tech stack that helps me deliver results for my clients:
Team Management
Notion
Central hub for managing tasks, creating content, and storing documentation, serving as the backbone of business operations.
Airtable
Flexible platform for organizing and managing data, creating custom workflows, and collaborating on information with your team.
Slack
Primary channel for real-time team communication and project discussions, keeping all team members informed and engaged.
Essential suite for file management and real-time collaboration with your clients and team, ensuring alignment and productivity.
Loom
Creates quick video updates and tutorials for teams and clients, making complex info easy to communicate visually.
Hubstaff
Track time spent on client projects and monitor productivity metrics to ensure efficient resource allocation and project management.
Automation
Relay
Build custom automated workflows to reduce manual tasks and streamline repetitive processes in business operations.
Make
Create complex automation scenarios and integrate various tools to build sophisticated workflows for business processes.
Zapier
Connect different apps and create simple automations to ensure smooth data flow between various tools in your tech stack.
AI Assistants
ChatGPT
Essential AI assistant for quick content generation, creative brainstorming, and rapid ideation sessions for new projects.
Claude AI
Primary AI assistant for complex writing tasks and in-depth analysis, which is valuable for detailed research and documentation.
Perplexity AI
AI-enhanced research assistant for rapid fact-finding and gathering accurate information for client projects and market research.
Marketing & Sales
Kit
Handle all email marketing campaigns and nurture subscriber relationships using this streamlined platform designed for creators.
Attio
Manage relationships and track interactions through this modern CRM, ensuring consistent and professional client communication.
Hootsuite
Manage and schedule social media content across multiple platforms, maintaining consistent online presence and engagement.
Content Creation
Canva
Develop professional posts, images, and presentation decks using this intuitive design platform to maintain your brand consistency.
Descript
Edit video and audio content with this powerful platform, making it easy to create quality media content for clients and marketing.
Midjourney
Generate unique AI-powered imagery for various business needs, from marketing materials to presentation visuals.
Customer Service
Intercom
Provide customer support and engagement in this AI messaging platform for solid communication with clients and prospects.
Skool
Build and manage engaged learning communities through this course and community platform, fostering student interaction and education.
Tally.so
Create professional forms and surveys to gather customer feedback and data, with a clean interface to maintain your brand.
Calendar & Meetings
Notion Calendar
Manage all appointments and events in the Notion ecosystem, keeping everything organized and accessible in one place.
Calendly
Streamline appointment booking with this automated scheduling tool, making it effortless for clients to secure consultation time.
Fireflies.ai
Utilize this AI-powered assistant to capture meeting notes and key takeaways, ensuring no important details are missed during meetings.
Personal Productivity
Motion
Use this AI-powered productivity tool to automatically schedule tasks and manage your calendar, ensuring peak productivity.
Sunsama
Leverage this daily command center for planning and executing work schedules by help you prioritize high-impact tasks.
Superhuman
Process emails at lightning speed using this premium email client, leveraging shortcuts and advanced features to get to inbox zero.
Outsourcing & Hiring
Upwork
Source high-quality freelancers for specialized project needs, from development to design, through this global talent platform.
Fiverr
Access quick-turnaround creative and technical services through this global marketplace for digital services.
99Designs
Connect with professional designers for high-quality branding, web design, and visual content through this creative marketplace.
Support Tools
Quickbooks
Manage all business finances, from invoicing to expense tracking, ensuring smooth financial operations and accurate reporting.
Grammarly
Ensure all written communication is polished and professional with this AI-powered writing assistant, maintaining high-quality content.
LastPass
Manage and secure all business passwords and sensitive info, ensuring safe and efficient access to various platforms and tools.